JB Capital Partners LP Purchases 40,700 Shares of Park-Ohio Holdings Corp. $PKOH

JB Capital Partners LP lifted its position in Park-Ohio Holdings Corp. (NASDAQ:PKOH) by 52.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 117,599 shares of the industrial products company’s stock after purchasing an additional 40,700 shares during the quarter. JB Capital Partners LP’s holdings in Park-Ohio were worth $2,451,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Gamco Investors INC. ET AL increased its holdings in shares of Park-Ohio by 14.1% in the fourth quarter. Gamco Investors INC. ET AL now owns 1,272,221 shares of the industrial products company’s stock worth $26,640,000 after purchasing an additional 156,890 shares during the last quarter. Teton Advisors LLC bought a new stake in shares of Park-Ohio in the third quarter worth about $3,313,000. First Eagle Investment Management LLC increased its holdings in shares of Park-Ohio by 5.2% in the fourth quarter. First Eagle Investment Management LLC now owns 435,605 shares of the industrial products company’s stock worth $9,122,000 after purchasing an additional 21,535 shares during the last quarter. Gabelli Funds LLC increased its holdings in shares of Park-Ohio by 4.6% in the third quarter. Gabelli Funds LLC now owns 502,200 shares of the industrial products company’s stock worth $10,667,000 after purchasing an additional 22,000 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Park-Ohio by 10.7% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 5,449 shares of the industrial products company’s stock worth $118,000 after acquiring an additional 527 shares during the last quarter. 51.38% of the stock is owned by institutional investors.

Insider Activity

In other Park-Ohio news, Director Howard W. Iv Hanna sold 2,600 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $24.80, for a total transaction of $64,480.00. Following the completion of the transaction, the director owned 21,500 shares in the company, valued at $533,200. The trade was a 10.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 31.10% of the stock is owned by company insiders.

Key Park-Ohio News

Here are the key news stories impacting Park-Ohio this week:

• Positive Sentiment: Sidoti reiterated a constructive long-term view on Park-Ohio Holdings Corp. (PKOH), forecasting FY2027 EPS of $3.46, above the current full-year consensus of $3.13, which may support sentiment around future earnings growth.
• Positive Sentiment: The firm’s quarterly estimates for 2027 also point to steadily improving profitability, including $0.73 in Q1, $0.93 in Q2, $1.00 in Q3, and $0.80 in Q4, suggesting a more favorable earnings trajectory.
• Neutral Sentiment: Sidoti’s near-term FY2026 EPS estimate of $3.06 is slightly below the consensus $3.13, indicating the latest note is not especially upbeat on the immediate year but still broadly in line with expectations.
• Neutral Sentiment: The updated quarterly estimates for 2026 and 2027 primarily refine expectations rather than reflect a major operational announcement, so the stock move is likely driven by revised analyst sentiment rather than new company-specific news. Article Title

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on PKOH. Wall Street Zen raised Park-Ohio from a “buy” rating to a “strong-buy” rating in a research note on Sunday, June 7th. Weiss Ratings cut Park-Ohio from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, June 5th. One research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $37.00.

Park-Ohio Trading Up 1.8%

Shares of NASDAQ PKOH opened at $34.73 on Friday. The business’s 50 day moving average is $29.51 and its two-hundred day moving average is $25.66. The company has a debt-to-equity ratio of 1.70, a current ratio of 2.40 and a quick ratio of 1.23. Park-Ohio Holdings Corp. has a 1-year low of $15.52 and a 1-year high of $35.53. The stock has a market capitalization of $500.11 million, a P/E ratio of 20.67, a PEG ratio of 0.92 and a beta of 1.20.

Park-Ohio (NASDAQ:PKOH) last issued its quarterly earnings data on Wednesday, May 6th. The industrial products company reported $0.65 earnings per share for the quarter, hitting the consensus estimate of $0.65. Park-Ohio had a return on equity of 9.93% and a net margin of 1.46%.The company had revenue of $421.00 million for the quarter, compared to analysts’ expectations of $413.90 million. Park-Ohio has set its FY 2026 guidance at 2.900-3.200 EPS. As a group, research analysts expect that Park-Ohio Holdings Corp. will post 3.1 EPS for the current year.

Park-Ohio Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were given a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, May 1st. Park-Ohio’s payout ratio is 29.76%.

Park-Ohio Company Profile

Park-Ohio Holdings Corp is a diversified industrial company that supplies engineered products and distribution services to a broad array of end markets. Through its two primary operating segments—Engineered Solutions and Supply Chain Solutions—the company delivers metal components, assemblies and value-added distribution tailored to energy, transportation, industrial and commercial applications.

The Engineered Solutions segment provides design, machining, fabrication and assembly of custom metal parts, including heat exchangers, welded assemblies, tubing products and precision-machined components.